Enhancements
Improvement has been made to the export function to reduce chances of failure (blank rows or cells)
Calculating day-to-day returns has been made faster. Speeding up day-to-day rolling window calculations is in future plan
Improved Investment Summary Report is now enabled for category averages
View Holdings and View Owners have been brought back to applicable security views/windows. Some holding-based functional menu items, e.g., X-Ray and Stock Intersection report, have been removed from security universes where holding details are not available
Edit Data and view historical holdings have been brought back the View Holdings window
PDF print function has been added to Find Similar Funds window (Find Similar Funds is a functionality applicable only to US mutual funds)
Data is now populated in the recently released Prospectus Summary report
Saving a search will not create a separate data set (often with name of 'untitled')
'Name' can no longer be removed from data sets